Lynch & Associates

Lynch & Associates (CRD# 108326) is a financial advisory firm headquartered in Newburgh, IN. They manage $355,968,881 in 1,362 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    356
    MILLION
  • Total Number of Accounts
    1,362
    ACCOUNTS
  • Average Account Value
    $261,357
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, IN, KY, LA, MN, NE, TX

Financial Advisors at Lynch & Associates
Showing 1 - 7 of 7 top financial advisors.
1
Ryan T. Lynch
CRD#: 2259937
10644 Newburgh Road, Newburgh, IN 47630
96
Wealthminder
score

Ryan Lynch (CRD# 2259937) is an Investment Advisor Representative working at Lynch & Associates in Newburgh, IN and has over 21 years of experience in the finance industry. Ryan Lynch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jennifer L. Farless
CRD#: 4180033
10644 Newburgh Rd, Sr 662, Newburgh, IN 47630
93
Wealthminder
score

Jennifer Farless (CRD# 4180033) is an Investment Advisor Representative working at Lynch & Associates in Newburgh, IN and has over 16 years of experience in the finance industry.

3
Jeffrey W. Foye
CRD#: 4358636
10644 Newburgh Road, Newburgh, IN 47630
93
Wealthminder
score

Jeffrey Foye (CRD# 4358636) is an Investment Advisor Representative working at Lynch & Associates in Newburgh, IN and has over 17 years of experience in the finance industry.

4
Thomas P. Lynch
CRD#: 865691
10644 Newburgh Road, Newburgh, IN 47630
93
Wealthminder
score

Thomas Lynch (CRD# 865691) is an Investment Advisor Representative working at Lynch & Associates in Newburgh, IN and has over 33 years of experience in the finance industry.

5
Kenneth Parker
CRD#: 2898826
10644 Newburgh Road, Newburgh, IN 47630
93
Wealthminder
score

Kenneth Parker (CRD# 2898826) is an Investment Advisor Representative working at Lynch & Associates in Newburgh, IN and has over 20 years of experience in the finance industry.

6
Wayne C. Ramsey
CRD#: 1169972
10644 Newburgh Road, Newburgh, IN 47630
93
Wealthminder
score

Wayne Ramsey (CRD# 1169972) is an Investment Advisor Representative working at Lynch & Associates in Newburgh, IN and has over 34 years of experience in the finance industry.

7
Timothy W. Roe
CRD#: 2257829
10644 Newburgh Road, Newburgh, IN 47630
93
Wealthminder
score

Timothy Roe (CRD# 2257829) is an Investment Advisor Representative working at Lynch & Associates in Newburgh, IN and has over 24 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.